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MKL icon

Barings’s Markel Group MKL Stock Holding History

Barings’s Portfolio MKL Stock Details MKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-697
Closed -$664K – 868
2016
Q2 		$664K Sell
697
-1,090
-61% -$1.02M 0.02% 588
2016
Q1 		$1.59M Sell
1,787
-20
-1% -$17.2K 0.04% 361
2015
Q4 		$1.6M Buy
1,807
+1,030
+133% +$896K 0.04% 353
2015
Q3 		$623K Sell
777
-1,911
-71% -$1.62M 0.02% 574
2015
Q2 		$2.15M Buy
+2,688
New +$2.09M 0.07% 305
2013
Q4 		– Sell
-488
Closed -$253K – 951
2013
Q3 		$253K Hold
488
– – 0.01% 817
2013
Q2 		$257K Buy
+488
New +$256K 0.01% 775

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Barings's MKL Position: Q3 2016 in Review

Barings sold out of Markel Group (MKL) in Q3 2016, closing a stake of 697 shares — an estimated $664K sold.

Barings first reported a position in MKL in Q2 2013 and held it in 7 quarters. The position peaked at $2.15M in Q2 2015. 420 funds tracked by Wall St. Rank hold MKL as of Q3 2016.

  • Barings reported no remaining Markel Group position as of Q3 2016 after selling out during the quarter.
  • Barings sold 697 Markel Group shares in Q3 2016, an estimated $664K.
  • Barings first reported a position in Markel Group in Q2 2013 and held it in 7 quarters.
  • Barings's Markel Group position peaked at $2.15M in Q2 2015.
  • 420 funds tracked by Wall St. Rank held Markel Group as of Q3 2016.

Based on Barings's 13F filing for Q3 2016, filed 14 Nov 2016.